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Rise Advisors’s BP BP Stock Holding History

Rise Advisors’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11
Closed -$365 – 286
2025
Q3 		$365 Buy
11
+1
+10% +$33 ﹤0.01% 1454
2025
Q2 		$307 Sell
10
-628
-98% -$18.4K ﹤0.01% 1467
2025
Q1 		$21.6K Sell
638
-631
-50% -$20.6K 0.01% 458
2024
Q4 		$37.5K Buy
1,269
+21
+2% +$631 0.02% 309
2024
Q3 		$39.2K Buy
1,248
+32
+3% +$1.08K 0.02% 301
2024
Q2 		$43.9K Sell
1,216
-407
-25% -$15.3K 0.02% 254
2024
Q1 		$61.2K Buy
+1,623
New +$58.2K 0.03% 198
2022
Q1 		– Sell
-803
Closed -$21.4K – 655
2021
Q4 		$21.4K Buy
+803
New +$22.3K 0.02% 240

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAU
Caxton Associates (UK) London $5.33B AUM 59.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rise Advisors's BP Position: Q4 2025 in Review

Rise Advisors sold out of BP (BP) in Q4 2025, closing a stake of 11 shares — an estimated $365 sold.

Rise Advisors first reported a position in BP in Q4 2021 and held it in 8 quarters. The position peaked at $61.2K in Q1 2024. 1,148 funds tracked by Wall St. Rank hold BP as of Q4 2025.

  • Rise Advisors reported no remaining BP position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 11 BP shares in Q4 2025, an estimated $365.
  • Rise Advisors first reported a position in BP in Q4 2021 and held it in 8 quarters.
  • Rise Advisors's BP position peaked at $61.2K in Q1 2024.
  • 1,148 funds tracked by Wall St. Rank held BP as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.